See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,564 | $95,971-18.1% | $74,550+5.4% | $135,375-42.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.22% | 56.96%-50.7pp | 32.53%-26.3pp | 519.73%-513.5pp |
| Employer contribution / active EE | $2,100 | $2,716-22.7% | $1,961+7.1% | $4,779-56.1% |
| Participant deferral / active EE | $5,109 | $3,843+32.9% | $3,108+64.4% | $5,609-8.9% |
| Admin fee / account holder | $9,733 | $6,522+49.2% | $5,060+92.4% | $10,827-10.1% |